Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.621 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49514.54 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43503.57 Kr¶
PnL: ---------------------------------------> -1372.01 Kr¶
DD now: ---------------------------------> -6.788 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 15:55:56.784932'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.860000 | 1527.090000 | 104.090000 | 7.310000 | 1423.000014 |
| Nederman Holding | 1 | -1.900000 | 207.000000 | 8.000000 | 4.020000 | 199.000000 |
| Hennes & Mauritz B | 6 | -0.780000 | 917.880000 | 5.880000 | 0.640000 | 912.000000 |
| Eastnine | 6 | 0.370000 | 658.800000 | 1.800000 | 0.270000 | 657.000000 |
| BioGaia B | 8 | 2.360000 | 900.800000 | -3.200000 | -0.350000 | 904.000000 |
| Atrium Ljungberg B | 5 | 0.500000 | 898.500000 | -5.500000 | -0.610000 | 904.000000 |
| Profoto Holding | 7 | -1.670000 | 575.400000 | -6.600000 | -1.130000 | 581.999999 |
| ASSA ABLOY B | 4 | -0.490000 | 984.000000 | -9.000000 | -0.910000 | 993.000000 |
| Biotage | 1 | -5.350000 | 134.400000 | -14.600000 | -9.800000 | 149.000000 |
| AcadeMedia | 20 | -0.700000 | 963.200000 | -14.800000 | -1.510000 | 978.000000 |
| JM | 7 | -0.520000 | 935.200000 | -14.800000 | -1.560000 | 950.000002 |
| OX2 | 12 | -1.650000 | 891.600000 | -17.400000 | -1.910000 | 909.000000 |
| Gränges | 10 | 0.290000 | 1021.000000 | -18.000000 | -1.730000 | 1039.000000 |
| Vitec Software Group B | 2 | -1.810000 | 1085.000000 | -19.000000 | -1.720000 | 1104.000000 |
| Vitrolife | 3 | 0.000000 | 657.000000 | -20.000000 | -2.950000 | 677.000001 |
| Bufab | 3 | -0.570000 | 1053.600000 | -22.400000 | -2.080000 | 1076.000001 |
| Creaspac SPAC | 40 | -0.100000 | 3808.000000 | -26.000000 | -0.680000 | 3834.000000 |
| Hoist Finance | 36 | 1.300000 | 984.600000 | -26.400000 | -2.610000 | 1010.999988 |
| Latour B | 4 | -2.170000 | 829.600000 | -26.400000 | -3.080000 | 856.000000 |
| Addnode Group B | 7 | -1.030000 | 878.500000 | -26.500000 | -2.930000 | 904.999998 |
| Investor B | 3 | -0.990000 | 631.350000 | -26.650000 | -4.050000 | 657.999999 |
| Sandvik | 4 | 0.240000 | 820.400000 | -27.600000 | -3.250000 | 848.000000 |
| Hexatronic Group | 15 | -0.720000 | 1037.100000 | -33.900000 | -3.170000 | 1071.000000 |
| Sagax B | 4 | -2.300000 | 848.000000 | -37.000000 | -4.180000 | 885.000000 |
| INVISIO | 15 | -0.630000 | 3532.500000 | -39.500000 | -1.110000 | 3571.999995 |
| SKF B | 5 | -0.980000 | 939.250000 | -40.750000 | -4.160000 | 980.000000 |
| Byggmax Group | 33 | -1.060000 | 925.980000 | -41.020000 | -4.240000 | 966.999990 |
| Sagax A | 4 | -3.210000 | 844.000000 | -42.000000 | -4.740000 | 886.000000 |
| Alimak Group | 12 | -0.860000 | 963.600000 | -43.400000 | -4.310000 | 1007.000004 |
| EQT | 4 | -2.400000 | 828.800000 | -44.200000 | -5.060000 | 873.000000 |
| Catena | 2 | -0.420000 | 753.200000 | -52.800000 | -6.550000 | 806.000000 |
| Platzer Fastigheter Holding B | 12 | -1.450000 | 895.200000 | -55.800000 | -5.870000 | 951.000000 |
| Orrön Energy | 170 | -3.140000 | 1989.850000 | -56.150000 | -2.740000 | 2045.999980 |
| HEXPOL B | 8 | -5.860000 | 886.400000 | -70.600000 | -7.380000 | 957.000000 |
| Hexagon B | 26 | -1.500000 | 3333.200000 | -86.800000 | -2.540000 | 3420.000012 |
| VEF | 788 | -1.480000 | 1785.610000 | -117.390000 | -6.170000 | 1903.000300 |
| Sedana Medical | 93 | 0.510000 | 2577.960000 | -405.620000 | -13.600000 | 2983.577733 |
| TOTAL | 43503.570000 | -1372.010000 | -6.788% | 44875.578016 |
Updated:¶
'2023-06-21 15:56:13.512957'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
